Suzanne Mitchell

What was filed

205
investments
0
positions
0
gifts
0
agreements
2
debts
0
reimbursements
1
income
3
spouse income

Named parties

First Mortgage Company
Sun Trust Mortgage Inc.(See Part VIL)
US Judges Admin Office of the US - Salary
McAfee & Taft - Salary
Oklahoma City University - Salary
Legacy Financial Services Group - Partnership Income

As filed

RENTAL PROPERTIES (H)

Rental Property #1 - Cleveland County. Norman, OK — Rent

Rental Property #2 - Oklahoma County, Oklahoma City, OK — Rent

CASH AND BONDS (H)

UMB Accounts — Interest

First United Bank — Int/Div

Chase Accounts — Interest

RAYMOND JAMES ACCOUNT (H)

Invesco Mid Cap Growth Fund Class A — Int/Div

Invesco Comstock Fund Class A M/F — Int/Div

Capital Income Builder Fund Class A American Funds M/F — Int/Div

Capital World Growth & Income Fund Class A American FD M/F — Int/Div

Investment Company of America Class A American Funds M/F — Int/Div

Washington Mutual Investors Class A American Funds M/F — Distribution

Bank Deposit Program - Sweep — Int/Div

First Trust Sabrient Bakers Dozen (Port 2015 Series Term) — Int/Div — Redeemed

IM Company — Int/Div — Buy

IM Company — Sold

Air Products & Chemicals Incorporated — Int/Div — Buy

Allstate Corporation — Int/Div — Buy

Alphabet Incorporated Cap Stk Class A — Int/Div — Buy

Amazon Com Incorporated — Int/Div — Buy

Apple Incorporated — Int/Div — Buy

Becton Dickinson & Company — Int/Div — Buy

Blackrock Incorporated — Int/Div — Buy

Blackrock Incorporated — Sold

CME Group Incorporated — Int/Div — Buy

CVS Health Corporation — Int/Div — Buy

Cardmal Health Incorporated — Int/Div — Buy

Camival Corporation Paired CTF — Int/Div — Buy

Cognizant Technology — Int/Div — Buy

Colgate Palmmolive Company — Int/Div — Buy

Disney Walt Company Com — Int/Div — Buy

Express Scripts Hidg Company — Int/Div — Buy

First Trust Sabrient Bakers Dozen (Port 2016 Series Term) — Int/Div — Buy

Facebook Incorporated Classs A — Int/Div — Buy

General Dynamics Corporation — Int/Div — Buy

Grainger WW Incorporated — Int/Div — Buy

Grainger WW Incorporated — Sold

Home Depot Incorporated — Int/Div — Buy

Honeywell Intemational Incorporated — Int/Div — Buy

Intercontmental Exchange Incorporated — Int/Div — Buy

International Flavors & Fragrance — Int/Div — Buy

International Flavors & Fragrance — Sold

JP Morgan Chase — Distribution — Buy

Kansas City Southern Com New — Int/Div — Buy

Kraft Heinz Company — Int/Div — Buy

Lowes Companies Incorporated — Int/Div — Buy

Lowes Companies Incorporated — Sold

Mastercsed Incorporated Class A — Int/Div — Buy

Mastercsed Incorporated Class A — Sold

Mircrosoft Corporation — Int/Div — Buy

Microchip Technology Incorporated — Int/Div — Buy

O REilly Automotive Incorporated New — Int/Div — Buy

Oracle Corporation — Int/Div — Buy

Pepsico Incorporated — Int/Div — Buy

Pfizer Incorporated — Int/Div — Buy

Priceline GRP Incorporated Com New — Int/Div — Buy

Priceline GRP Incorporated Com New — Sold

Salesforce Com Incorporated — Int/Div — Buy

Sherwin Williams Company — Int/Div — Buy

Sherwin Williams Company — Sold

Starbucks Corporation — Int/Div — Buy

Synchrony Finl — Int/Div — Buy

Time Warmer Incorporated — Int/Div — Buy

TIX Companies Incorporated New — Int/Div — Buy

TIX Companies Incorporated New — Sold

Tractor Supply Company — Int/Div — Buy

Tractor Supply Company — Sold

Union Pac Corporation — Int/Div — Buy

UnitedHealth Group Incorporated — Int/Div — Buy

Ventas mcorporated REIT — Int/Div — Buy

Ventas mcorporated REIT — Sold

Verizon Communications Incorporated — Int/Div — Buy

Versum Matls Incorpoated — Int/Div — Buy

Visa Incorporated Com Class A — Int/Div — Buy

Wells Fargo & Company New — Int/Div — Buy

Accenture PLC Ireland SHS Class A — Int/Div — Buy

Eaton Corporation PLC SHS Ireland — Int/Div — Buy

Ingersoll-Rand PLC SHS Ireland — Int/Div — Buy

Medtronic PLC SHS Ireland — Int/Div — Buy

Chubb Limited Switzerland — Int/Div — Buy

NXP Semiconductors NV Netherlands — Int/Div — Buy

EDWARD JONES ACCOUNTS (H)

Edward Jones #1 (H)

Money Market — Interest — Distributed

Walt Disney Company stock — Int/Div — Sold

Edward Jones #2 (H)

Money Market — Interest — Distnbuted

Oracle Corporation Stock — Int/Div — Sold

Edward Jones #3 (H)

Money Market — Interest — Distnbuted

EDWARD JONES 529 COLLEGE SAVINGS PLANS (H)

EDJ 529 College Savings Plan 21 (H)

Capital Income Builder Fund — Int/Div — Distnbuted

Capital World Growth and Income Fund — Int/Div — Distnbuted

Fundamental Investors Fund — Int/Div — Distributed

EDJ 529 College Savings Plan 23 (H)

Capital Income Builder Fund — Int/Div — Distnbuted

Capital World Growth and Income Fund — Int/Div — Distnbuted

Fundamental Investors Fund — Int/Div — Distnbuted

FULKERSON FAMILY REVOCABLE TRUST (H)

Chevron Stock — Int/Div

Real Estate Parcel #1, Cleveland Cty, OK See Part VIII, — None

Real Estate Parcel #2, Cleveland Cty, OK See Part VIII. — None

Real Estate Parcel #3, Cleveland Cty, OK See Part VIII, — None

Real Estate Parcel #4, Cleveland Cty, OK See Part VII, — None

PARTNERSHIP INVESTMENTS (Hh)

Legacy Financial Services Group, LLC 1.07616% — Distribution

ARNOLD & PORTER LLP PROFIT SHARING AND JO HKI PLAN (HD)

T. Rowe Price Mid Cap Growth — Int/Div

Fidelity Contrafund — Int/Div

Vanguard Small Cap Index Inst — Int/Div

FIDELITY INVESTMENTS ROLLOVER IRA (H)

Fidelity Low Priced Stock — Int/Div

Fidelity Select Multimedia — Int/Div

MCAFEE & TAFT 401(K)(H)

SPTN S00 Index Inst — Int/Div — Buy (add'l)

SPTN S00 Index Inst — Buy (add'l)

Fidelity Contrafund K — Int/Div — Buy (add'l)

Fidelity Contrafund K — Buy (add'l)

Fidelity Low Priced Stock — Int/Div — with line 181)

Fidelity Mid Cap Stock K — Int/Div — with line 183)

JH Discpl Value Midcap — Int/Div

Fidelity Diversified Intemational K — Int/Div

MM SEL Mid Cap GR — Int/Div

SCHWAB ROLLOWVER IRA (H)

Pimco Fundamental Index Plus AR FD CL D — Int/Div — Sold

Vulcan Value Partners Fund — Int/Div — Sold

Dodge & Cox Stock Fund — Int/Div — Sold

Schwab Total Stock Market Index Fund — Int/Div — Buy

ETRADE BROKERAGE ACCOUNTS (H)

ETrade Account £1 (H)

Ford Motor Co — Int/Div

Nuance Communications — Int/Div

Powershares Exchange Traded Fund — Int/Div

Oneok Partners LP — Int/Div

Berkshire Hathaway — Int/Div

Etrade Account #2 (H)

Coca Cola Bottling Co — Int/Div

Schwab S&P S00 Fund — Int/Div

OKLAHOMA 529 COLLEGE SAVINGS PLANS (H)

OK 529 College Savings Plan £1 (H)

US Equity Index Option — Int/Div — Distnbuted

Aggressive Managed Allocation Age 18+ — Int/Div — Distnbuted

Moderate Managed Allocation Age 18+ — Int/Div

Guaranteed Option — Ine — Buy

Guaranteed Option — Buy (add'l)

Guaranteed Option — Sold

Guaranteed Option — Sold (part)

OK 529 College Savings Plan £2 (H)

Aggressive Managed Allocation 184 — Int/Div

US Equity Index Option — Int/Div — Sold (part)

Guaranteed Option — Int/Div — Buy

OK 529 College Savings Plan #3 (H)

Conservative Managed Allocation Age 18+ — Int/Div — Distnbuted

Liability — First Mortgage Company — Mortgage - Rental Property #1 (Part VII, Line 1)

Liability — Sun Trust Mortgage Inc.(See Part VIL) — Mongage - part Personal Property, part Rental Property #2 (Part VII, Line 2)

Income — 2016 — US Judges Admin Office of the US - Salary — S$163.565.00

Spouse's income — 2016 — McAfee & Taft - Salary

Spouse's income — 2016 — Oklahoma City University - Salary

Spouse's income — 2016 — Legacy Financial Services Group - Partnership Income

Parcels are owned through a family revocable trust.

Taxable value of Parcel 1, Part VII Line 109 is 4,000,

Taxable value of Parcel 2, Part VII Line 110 is $12,360.

Taxable value of Parcel 3, Part VII Line 111 is $2,000,

Taxable value of Parcel 4, Part VII Line 112 is $12,500.